Registered Client Service Associate Jobs in Palo Alto, CA | Glassdoor

Registered Client Service Associate Jobs in Palo Alto, CA

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  • 3.4
    Fisher Investments – San Mateo, CA
    25 days ago 25d
    games, just top-tier money management and excellent service to our clients. To do that, we need to hire the best of the best. So… act as our custodians) helping plan and coordinate complex client-focused events nationwide supporting our outside sales representatives…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    9 days ago 9d
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 3.5
    TIAA – Palo Alto, CA
    Est. Salary $59k-$102k
    16 days ago 16d
    experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and… base salary, a variable bonus opportunity that rewards client service excellence rather than product promotion, and excellent benefits…
  • 3.4
    US Bank – Los Gatos, CA
    19 days ago 19d
    and marketing abilities - Strong analytical skills to assess client needs - Proficient computer skills, especially Microsoft Office…
  • 3.4
    Fisher Investments – San Jose, CA
    Est. Salary $57k-$83k
    25 days ago 25d
    each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building… of the importance of the service we offer our clients—if you continuously strive to put your clients first. So, what are you…
  • 3.4
    First Tech Federal Credit Union – Cupertino, CA
    11 days ago 11d
    dynamic and service driven Investment Associate who is willing to go the extra mile for our members. The Investment Associate will assist… prospecting, marketing, sales and service of ISD products Maintain and organize the Financial Advisor's client files and records to comply…
  • 3.4
    US Bank – San Jose, CA
    Est. Salary $43k-$63k
    11 days ago 11d
    meeting the needs of the client in The Private Client group. Supports business development processes with clients and prospects and researches… day relationship management with both internal and external clients and partners - Proficient with Microsoft Office applications…
  • 3.3
    Bailard – Foster City, CA
    3 days ago 3d
    with clients and their other service providers, you will take responsibility for many of the operational aspects of client service… Management Group. The Investment Associate role lies in meeting the day-to-day needs of our clients. Working closely with our Investment…
  • 3.2
    Marcus & Millichap – Palo Alto, CA
    17 days ago 17d
    property value Educate clients on basic real estate procedures Verify and disclose property facts to clients Qualifications:… all real estate activities and transactions on behalf of the clients. You will have access to off-market and on-market apartment…
  • 3.4
    Trilogy Financial Services – San Mateo, CA
    10 days ago 10d
    Essential Position Duties Build client relationships and offer a positive customer service experience Learn client’s financial… SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment…
  • 2.9
    Fremont Bank – Fremont, CA
    1 days ago 1d
    immediate opening for a Registered Sales Assistant in Fremont, CA. Position Overview The Registered Sales Assistant performs…
  • 3.4
    Fisher Investments – San Mateo, CA
    25 days ago 25d
    each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building… of the importance of the service we offer our clients—if you continuously strive to put your clients first. So, what are you…
  • 4.8
    Kaiser Family Foundation – Menlo Park, CA
    4 days ago 4d
    Kaiser Family Foundation is recruiting a Pre-MBA Investment Associate, with preference to individuals with a management or strategy… , and performance monitoring. The Pre-MBA Investment Associate position affords the opportunity to enroll in the CFA program…
  • 3.6
    JPMorgan Chase & Co. – Santa Clara, CA
    12 days ago 12d
    strong interpersonal skills as well as provide exceptional client service. Qualifications * At least 3 years of customer-facing… identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve…
  • 2.2
    ComplianceEase – Burlingame, CA
    1 days ago 1d
    talented Client Associate to work in our business operations department supporting the ClosingXpress product. Client Associates are… analytical and client focused with an opportunity to contribute to the implementation and ongoing management of client accounts. The…
  • 3.6
    Edward Jones – Palo Alto, CA
    5 days ago 5d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.5
    Applied Materials – Santa Clara, CA
    16 days ago 16d
    electronics industry with a broad portfolio of innovative equipment, service, and software products. At Applied Materials, we apply nanomanufacturing…
  • 3.4
    Chase – Santa Clara, CA
    16 days ago 16d
    strong interpersonal skills as well as provide exceptional client service. Qualifications At least 3 years of customer-facing… identify client needs, analyze customer information, define investment goals, build plans and make recommendations for client to achieve…
  • 3.4
    Trilogy Financial Services – San Mateo, CA
    10 days ago 10d
    exceptional client experience. New F1s will be joining a staff of financial advisors devoted to superior client service and comprehensive… processes for client financial plans to be implemented in a timely manner Service, manage and resolve client issues Manage…
  • 3.1
    CUNA Mutual Group – San Jose, CA
    16 days ago 16d
    render service to customers in a professional manner. * Follow the Company and regulatory guidelines for maintaining client files…
  • 3.5
    Applied Materials – Santa Clara, CA
    30+ days ago 30d+
    Perform analysis of identified venture opportunities including: Capitalization Tables, Cash Flow, revenue projections.…
  • 2.9
    Bank of the West – Cupertino, CA
    17 days ago 17d
    products. 6. Provides outstanding customer service by following up on any client service request. 7. Fulfills all regulatory and… strategies for client's needs by collecting and analyzing client financial data to determine which products best meet the client's retirement…
  • 3.7
    Morgan Stanley – Palo Alto, CA
    19 days ago 19d
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 3.4
    Bank of America – Palo Alto, CA
    Est. Salary $54k-$90k
    1 days ago 1d
    Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate… Job Description: U.S. Trust: Private Client Associate (Development Program) Palo Alto, CA Business Overview: U.S. Trust…
  • 3.7
    Merrill Lynch – San Mateo, CA
    2 days ago 2d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.4
    Bank of America – Menlo Park, CA
    Est. Salary $45k-$70k
    9 days ago 9d
    In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired… into any of the Private Wealth Associate roles (Registered, Partially Registered or Non-Registered). Shift: 1st shift (United…
  • 3.6
    Edward Jones – Palo Alto, CA
    18 days ago 18d
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.7
    Merrill Lynch – San Jose, CA
    2 days ago 2d
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.6
    New York Life – San Mateo, CA
    2 days ago 2d
    for retirement, registered representatives can offer an array of financial products and services to help clients develop a sound… love what they do. Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to…
  • 3.4
    Fisher Investments – San Mateo, CA
    24 days ago 24d
    employees and clients. Do you want something better? Is your future employer more interested in you or the book of clients you have?… search of being better. Our clients work hard for their money and we work hard for our clients. Their success is our success,…
Job Title Location Employer Salary
Investment Associate - Entry Level San Mateo, CA Fisher Investments $72k-$117k
Financial Advisor Redwood City, CA Northwestern Mutual $53k-$124k
Financial Advisor (Wealth Management) Palo Alto, CA TIAA $59k-$102k
Financial Advisor Los Gatos, CA US Bank $31k-$71k
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $57k-$83k
Investment Associate Cupertino, CA First Tech Federal Credit Union $53k-$90k
Private Client Associate NMLS 1 San Jose, CA US Bank $43k-$63k
Investment Associate Foster City, CA Bailard $81k-$133k
Investment Associate Palo Alto, CA Marcus & Millichap $67k-$110k
Financial Advisor San Mateo, CA Trilogy Financial Services $44k-$100k
Registered Sales Assistant Fremont, CA Fremont Bank $37k-$59k
Investment Counselor (Financial Advisor/Stock Broker Alternative) San Mateo, CA Fisher Investments $82k-$112k
Pre-MBA Investment Associate Menlo Park, CA Kaiser Family Foundation $63k-$103k
Client Associate Burlingame, CA ComplianceEase $31k-$44k
Financial Advisor Palo Alto, CA Edward Jones $33k-$80k
Investment Associate - (B4) Santa Clara, CA Applied Materials $44k-$64k
Financial Advisor Santa Clara, CA Chase $31k-$71k
Financial Advisor Associate San Mateo, CA Trilogy Financial Services $44k-$100k
Investment Associate Santa Clara, CA Applied Materials $79k-$130k
Financial Advisor Associate Palo Alto, CA Morgan Stanley $43k-$93k
U.S. Trust: Private Client Associate Palo Alto, CA Bank of America $54k-$90k
Merrill Lynch Financial Advisor Program San Mateo, CA Merrill Lynch $46k-$96k
Registered Client Associate (FP) Menlo Park, CA Bank of America $45k-$70k
Business Opportunity - Financial Advisor Palo Alto, CA Edward Jones $33k-$80k
Merrill Lynch Financial Advisor Program Cupertino San Jose, CA Merrill Lynch $45k-$93k
Financial Advisor Sales or Service Opportunities San Mateo, CA Fisher Investments $44k-$100k
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